Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.618 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49418.47 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45357.26 Kr¶
PnL: ---------------------------------------> 301.26 Kr¶
DD now: ---------------------------------> -6.969 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 12:16:47.226230'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.530000 | 1669.680000 | 200.680000 | 13.660000 | 1468.999998 |
| Sedana Medical | 93 | 5.290000 | 2704.440000 | 183.440000 | 7.280000 | 2521.000011 |
| Orrön Energy | 180 | 5.380000 | 2167.200000 | 124.200000 | 6.080000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 5.450000 | 1022.400000 | 61.400000 | 6.390000 | 960.999996 |
| Atrium Ljungberg B | 5 | 4.360000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| JM | 6 | 3.010000 | 904.200000 | 40.200000 | 4.650000 | 864.000000 |
| Catena | 2 | 3.490000 | 831.200000 | 39.200000 | 4.950000 | 792.000000 |
| Sagax B | 4 | 3.000000 | 892.800000 | 38.800000 | 4.540000 | 854.000000 |
| Hoist Finance | 35 | 0.870000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| Hexatronic Group | 12 | 1.830000 | 985.920000 | 18.920000 | 1.960000 | 966.999996 |
| Gränges | 9 | 1.940000 | 945.900000 | 17.900000 | 1.930000 | 927.999999 |
| BioGaia B | 8 | 1.200000 | 945.600000 | 15.600000 | 1.680000 | 930.000000 |
| Bilia A | 8 | 1.510000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Clas Ohlson B | 12 | 0.060000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| HEXPOL B | 9 | -0.530000 | 1022.400000 | 1.400000 | 0.140000 | 1020.999996 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Byggmax Group | 33 | 0.000000 | 953.040000 | -2.960000 | -0.310000 | 956.000001 |
| EQT | 4 | -0.050000 | 827.600000 | -4.400000 | -0.530000 | 832.000000 |
| OX2 | 13 | 0.280000 | 943.150000 | -6.850000 | -0.720000 | 949.999999 |
| ASSA ABLOY B | 3 | -1.080000 | 767.400000 | -11.600000 | -1.490000 | 779.000001 |
| Biotage | 7 | -1.480000 | 928.900000 | -12.100000 | -1.290000 | 940.999997 |
| Alimak Group | 11 | -0.240000 | 915.200000 | -12.800000 | -1.380000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.300000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| SKF B | 5 | -2.410000 | 909.500000 | -30.500000 | -3.240000 | 940.000000 |
| Addnode Group B | 11 | -1.530000 | 887.700000 | -33.300000 | -3.620000 | 921.000003 |
| Latour B | 4 | -0.440000 | 814.400000 | -42.600000 | -4.970000 | 857.000000 |
| Indutrade | 5 | 0.990000 | 1172.500000 | -45.500000 | -3.740000 | 1218.000000 |
| Vitec Software Group B | 2 | -0.480000 | 1037.000000 | -50.000000 | -4.600000 | 1087.000000 |
| Hexagon B | 26 | 0.350000 | 3402.100000 | -58.900000 | -1.700000 | 3461.000010 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| Bufab | 3 | -2.110000 | 1030.800000 | -78.200000 | -7.050000 | 1109.000001 |
| BHG Group | 97 | 1.650000 | 1377.400000 | -81.600000 | -5.590000 | 1458.999989 |
| TOTAL | 45345.950000 | 289.950000 | -6.99316% | 45056.000411 |
Updated:¶
'2023-07-04 12:14:55.566192'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
